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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,215 | $196,972+58.5% | $182,262+71.3% | $198,609+57.2% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 17.87% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $4,271 | $5,364-20.4% | $5,046-15.4% | $5,055-15.5% |
| Participant deferral / active EE | $12,322 | $8,643+42.6% | $8,276+48.9% | $6,977+76.6% |
| Admin fee / account holder | $5,020 | $18,429-72.8% | $16,712-70.0% | $19,030-73.6% |